$POST

Post Holdings, Inc.

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No SEC Form 4 filings for $POST in the last 30 days.

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Post Holdings, Inc. (POST): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Post Holdings, Inc. (POST) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 13, 2026, Post Holdings, Inc. (the “Company”) announced that Bradly A. Harper, the Company’s Senior Vice Presid

Stifel cuts Post Holdings stock price target on valuation view

Stifel reduced its price target for Post Holdings (NYSE:POST) to $100 from $125, citing valuation and cash flow, while maintaining a Buy rating. The stock trades at a P/E ratio of 14.82 and is considered undervalued. Post reported mixed Q3 2026 results, beating earnings estimates but missing on revenue. The company provided an initial fiscal 2027 outlook, expecting flat adjusted EBITDA.

POST sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning POST (Post Holdings, Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent POST coverage spans earnings, financial news and sector analysis.

What's driving POST

AlphAI scores every news story that mentions POST with an AI model for sentiment and relevance, and aggregates insider trades from Post Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $POST

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$POSTLow

Post Holdings, Inc. (POST): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Post Holdings, Inc. (POST) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 13, 2026, Post Holdings, Inc. (the “Company”) announced that Bradly A. Harper, the Company’s Senior Vice Presid

$POSTMed

Stifel cuts Post Holdings stock price target on valuation view

Stifel reduced its price target for Post Holdings (NYSE:POST) to $100 from $125, citing valuation and cash flow, while maintaining a Buy rating. The stock trades at a P/E ratio of 14.82 and is considered undervalued. Post reported mixed Q3 2026 results, beating earnings estimates but missing on revenue. The company provided an initial fiscal 2027 outlook, expecting flat adjusted EBITDA.

2 Profitable Stocks with Exciting Potential and 1 We Find Risky

Post (POST) is flagged for potential decline due to projected sales drop, low gross margin, and poor capital returns. Terex (TEX) and Amgen (AMGN) are highlighted for growth potential, with TEX showing strong revenue growth and AMGN demonstrating high returns on capital. POST trades at 10.4x forward P/E, TEX at 9.8x, and AMGN at 18x.

Reflecting On Shelf-Stable Food Stocks’ Q2 Earnings: General Mills (NYSE:GIS)

BellRing Brands (BRBR) reported Q2 revenue of $570.4M, up 4.2% YoY, but missed EBITDA estimates, causing a 26.5% stock drop to $9.52. Post (POST) reported $1.95B revenue, down 1.8% YoY, missing expectations, with a 10.2% stock decline to $81.07. Simply Good Foods (SMPL) reported $357M revenue, down 6.3% YoY, but beat estimates, raising full-year guidance, though the stock fell 19.4% to $10.36.

Food Manufacturing Projects Jump Nearly 25% in August

Industrial SalesLeads reported 63 new food and beverage manufacturing projects in August, up 25% from July. Philip Morris International plans a $1.2B facility expansion. Other notable projects include investments by Coca-Cola Bottling Co. United, Walmart, and Archer Daniels Midland.

$POSTMed

Post (POST) Q3 2026 Earnings Call Transcript

Post Holdings (POST) reported Q3 FY2026 net sales of $1.948B, down 1.8% year over year, with adjusted EBITDA of $377.3M, down 5.0%. Adjusted diluted EPS fell to $1.78 from $2.03, and net earnings dropped 41.7% to $63.4M. Fiscal 2026 adjusted EBITDA guidance narrowed to $1.56B-$1.57B. Management cited volume softness and debt reduction amid higher rates.

$POSTMed

Post Q3 Earnings Call Highlights

Post Holdings management said inflation is trending toward the higher end of its prior range, so retail pricing may follow cost increases, with timing assumed more toward fiscal 2027. CFO Matt Mainer said higher 10-year refinancing rates (up 50 bps) may shift cash flow toward debt reduction over repurchases. Food service EBITDA normalized around $500M; pet and cereal updates included 9Lives pressure and plans to close two peanut butter plants.

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